Wealth.com Onboarding Session: Estate Planning in Practice

Trust Document Creation + Reviewing Existing Plans with Ester

This session is focused on how to seamlessly bring estate planning into your day-to-day workflow.

We’ll walk through:

• How to guide clients through trust and document creation with clarity and confidence
• Natural ways to introduce estate planning into client conversations
• How to use Ester to review existing plans and identify gaps or opportunities
• Where advisors are seeing the most traction—and how to replicate it

The goal: You leave ready to confidently start the conversation and deliver meaningful value from day one.

Reserve your spot today.